Job description
Job Title: Director of Financial Planning and Analysis (FP&A)
Location: Remote (must be located in the Eastern or Central time zone) with occasional travel to Lansing, Michigan. Prefer Michigan, Illinois, Indiana, Ohio, or within a 2 hour direct flight to Lansing, MI.
Reports To: Chief Financial Officer (CFO)
Job Type: Full-Time
Job Summary:
The Director of Financial Planning and Analysis (FP&A) is responsible for leading the financial planning, forecasting, budgeting, and strategic analysis functions within a high-growth SaaS environment. This role will integrate Business Intelligence (BI) into financial planning and reporting, leveraging data analytics to drive business insights and support decision-making. The Director of FP&A will collaborate cross-functionally with leadership teams to ensure financial alignment with business objectives.
Key Responsibilities:
- Data Analysis & Reporting: Analyze financial and operational data, generating reports that provide actionable insights for business strategy and decision-making.
- Strategic Financial Planning: Lead the development of annual budgets, long-range financial plans, and rolling forecasts, ensuring alignment with company goals.
- Financial Analysis & Reporting: Develop and deliver financial reports, dashboards, and key performance metrics tailored to SaaS business models.
- Forecasting & Modeling: Utilize financial models to evaluate business performance, assess potential risks and opportunities, and enhance strategic decision-making.
- SaaS Metrics Analysis: Analyze and report on key SaaS metrics such as ARR, MRR, LTV, CAC, churn rate, and customer expansion trends.
- Business Intelligence Integration: Implement and enhance BI tools (e.g., Tableau, Snowflake) to improve financial reporting, trend analysis, and data-driven decision-making.
- Tableau & Data Visualization: Develop and maintain Tableau dashboards and reports to visualize financial performance and operational KPIs.
- Variance Analysis: Conduct variance analysis, identifying key drivers of financial performance deviations and recommending corrective actions.
- Investment Planning: Evaluate investment opportunities, conduct ROI analysis, and optimize capital allocation.
- Board & Executive Reporting: Prepare presentations and reports for executive leadership and board meetings, including the quarterly Board of Directors presentation.
- Data-Driven Insights: Leverage BI tools such as Power BI, Tableau, Looker, and Snowflake to analyze financial data and generate actionable insights.
- Process Improvement: Identify opportunities to enhance efficiency and accuracy in financial planning, forecasting, and reporting processes.
Qualifications & Skills:
- SaaS experience mandatory.
- Strong understanding of SaaS financial metrics and business models.
- Experience working for a venture capital or private equity-backed company preferred.
- Payments industry experience a plus.
- Bachelor’s degree in Finance, Accounting, Economics, Business Intelligence, or a related field; MBA or CPA preferred.
- 8+ years of progressive experience in financial planning, analysis, and business intelligence, with at least 3 years in a leadership role.
- Proficiency in financial software (e.g., Excel, Snowflake, Tableau, or similar tools).
- Experience working with ERP systems such as Certinia ERP & NetSuite.
- Expertise in BI tools such as Power BI, Tableau, Looker, or Snowflake.
- Strong data analysis, financial modeling, and forecasting skills.
- Experience in creating and managing Tableau reports and dashboards.
- Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights.
- Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
- High level of integrity, attention to detail, and strategic thinking.
Why Join Us?
- Opportunity to drive impactful financial strategies and BI initiatives in a growing SaaS organization.
- Collaborative and innovative company culture.
- Competitive salary and benefits package.
- Professional development and career growth opportunities.
